Bergan Kdv Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 284 shares of IGIB stock, worth $14,824. This represents 0.0% of its overall portfolio holdings.

Number of Shares
284
Previous 1,406 79.8%
Holding current value
$14,824
Previous $72,000 80.56%
% of portfolio
0.0%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$50.09 - $51.62 $56,200 - $57,917
-1,122 Reduced 79.8%
284 $14,000
Q1 2023

Apr 27, 2023
SELL
$49.38 - $52.0 $535,279 - $563,680
-10,840 Reduced 88.52%
1,406 $72,000
Q4 2022

Jan 31, 2023
SELL
$47.0 - $50.83 $320,352 - $346,457
-6,816 Reduced 35.76%
12,246 $606,000
Q3 2022

Oct 24, 2022
SELL
$47.86 - $52.82 $272,227 - $300,440
-5,688 Reduced 22.98%
19,062 $920,000
Q2 2022

Jul 13, 2022
SELL
$49.95 - $54.8 $29.6 Million - $32.5 Million
-592,865 Reduced 95.99%
24,750 $1.26 Million
Q1 2022

May 09, 2022
BUY
$54.28 - $58.95 $1.02 Million - $1.11 Million
18,846 Added 3.15%
617,615 $33.9 Million
Q4 2021

Jan 28, 2022
SELL
$58.91 - $60.23 $4.9 Million - $5.01 Million
-83,215 Reduced 12.2%
598,769 $35.5 Million
Q3 2021

Nov 12, 2021
BUY
$60.06 - $61.16 $16.3 Million - $16.6 Million
271,338 Added 66.08%
681,984 $41 Million
Q2 2021

Aug 10, 2021
BUY
$59.11 - $60.52 $1.63 Million - $1.67 Million
27,630 Added 7.21%
410,646 $24.9 Million
Q1 2021

May 11, 2021
BUY
$58.97 - $61.74 $3.53 Million - $3.69 Million
59,787 Added 18.5%
383,016 $22.7 Million
Q4 2020

Feb 04, 2021
BUY
$60.52 - $61.79 $1.28 Million - $1.31 Million
21,205 Added 7.02%
323,229 $20 Million
Q3 2020

Nov 05, 2020
BUY
$60.3 - $61.57 $1.34 Million - $1.37 Million
22,292 Added 7.97%
302,024 $18.4 Million
Q2 2020

Aug 13, 2020
BUY
$54.37 - $60.39 $2.13 Million - $2.37 Million
39,248 Added 16.32%
279,732 $16.9 Million
Q1 2020

Apr 24, 2020
SELL
$50.43 - $60.2 $711,516 - $849,361
-14,109 Reduced 5.54%
240,484 $13.2 Million
Q4 2019

Feb 10, 2020
SELL
$57.47 - $58.27 $75,630 - $76,683
-1,316 Reduced 0.51%
254,593 $14.8 Million
Q3 2019

Nov 08, 2019
BUY
$56.54 - $58.42 $226 - $233
4 Added 0.0%
255,909 $14.8 Million
Q2 2019

Aug 12, 2019
BUY
$54.67 - $56.95 $14 Million - $14.6 Million
255,905 New
255,905 $14.6 Million
Q3 2018

Nov 09, 2018
SELL
$52.89 - $53.58 $12,323 - $12,484
-233 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
$52.87 - $53.52 $12,318 - $12,470
233 New
233 $25,000

Others Institutions Holding IGIB

# of Institutions
640
Shares Held
216M
Call Options Held
36.9K
Put Options Held
400
View Full List

About ISHARES TRUST ISHARES 5-10 YEA

IGIB Quotes by TradingView
  • Ticker IGIB
  • Sector ETFs
  • Industry ETFs
More about IGIB
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email